IRON Financial’s Vanguard Small-Cap ETF VB Stock Holding History

IRON Financial’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,874	Closed	-$265K	–	87
2017 Q3	$265K	Buy	1,874 +100	+6%	+$13.6K	0.2%	62
2017 Q2	$240K	Buy	+1,774	New	+$238K	0.21%	69

Other funds holding VB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

IRON Financial's VB Position: Q4 2017 in Review

IRON Financial sold out of Vanguard Small-Cap ETF (VB) in Q4 2017, closing a stake of 1,874 shares — an estimated $265K sold.

IRON Financial first reported a position in VB in Q2 2017 and held it in 2 quarters. The position peaked at $265K in Q3 2017. 780 funds tracked by Wall St. Rank hold VB as of Q4 2017.

IRON Financial reported no remaining Vanguard Small-Cap ETF position as of Q4 2017 after selling out during the quarter.
IRON Financial sold 1,874 Vanguard Small-Cap ETF shares in Q4 2017, an estimated $265K.
IRON Financial first reported a position in Vanguard Small-Cap ETF in Q2 2017 and held it in 2 quarters.
IRON Financial's Vanguard Small-Cap ETF position peaked at $265K in Q3 2017.
780 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2017.

Based on IRON Financial's 13F filing for Q4 2017, filed 30 Jan 2018.